Services

improving plans for tomorrow

Consulting

  • Plan design recommendations

  • Investment policy statement

  • Non-qualified plan recommendations

  • Spending policy statement for endowments

  • Investment committee fiduciary assessments

  • Investment committee certified fiduciary training

  • Education policy statement

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Investment Advisory & Outsourcing

  • Investment manager searches

  • Investment manager evaluation

  • Outsourcing of investment oversight

  • Custom target-date models

  • Fiduciary vault for secure safekeeping of documents

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Vendor Searches

  • Vendor due diligence

  • Assisting clients to obtain the best value

  • Review and negotiate vendor contracts & agreements

  • Specializing in searches for record-keepers, auditors, actuaries, custodians, invest advisors, HSA

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Frozen Pension Plans

  • Specialist in terminal funding annuities

  • Specialist in guiding underfunded frozen pension plans to termination

  • Fiduciary Compliance with the Department of Labor (DOL) Bulletin 95-1

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Retirement Readiness

Retirement Readiness

  • Retirement plan design that drives successful outcomes

  • Targeted participant guidance and advice

  • Healthcare savings plans

New England Retirement Consultants